Maia Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Maia Wealth’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$444K	Sell	26,025 -8,591	-25%	-$152K	0.06%	229
2026 Q2	$619K	Sell	34,616 -4,284	-11%	-$77.2K	0.09%	189
2026 Q1	$690K	Sell	38,900 -2,383	-6%	-$43.4K	0.12%	182
2025 Q4	$757K	Sell	41,283 -2,791	-6%	-$51.1K	0.13%	172
2025 Q3	$810K	Sell	44,074 -2,527	-5%	-$45.6K	0.14%	165
2025 Q2	$829K	Buy	46,601 +3,257	+8%	+$56.9K	0.16%	146
2025 Q1	$743K	Buy	43,344 +2,288	+6%	+$40.6K	0.17%	136
2024 Q4	$728K	Sell	41,056 -77	-0.2%	-$1.38K	0.16%	126
2024 Q3	$740K	Buy	+41,133	New	+$730K	0.18%	112
2023 Q4	$187K	Buy	+11,077	New	+$179K	0.08%	184

Other funds holding FPE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Maia Wealth's FPE Position: Q3 2026 in Review

Maia Wealth reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 25% in Q3 2026, selling an estimated $152K and leaving 26,025 shares worth $444K. The position accounts for 0.06% of the portfolio, ranked #229.

Maia Wealth first reported a position in FPE in Q4 2023 and has held it in 10 quarters since. The position peaked at $829K in Q2 2025. 419 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Maia Wealth held 26,025 shares of First Trust Preferred Securities and Income ETF worth $444K as of Q3 2026.
Maia Wealth sold 8,591 First Trust Preferred Securities and Income ETF shares in Q3 2026, an estimated $152K.
First Trust Preferred Securities and Income ETF made up 0.06% of Maia Wealth's portfolio in Q3 2026, its #229 holding.
Maia Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's First Trust Preferred Securities and Income ETF position peaked at $829K in Q2 2025.
419 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.